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Americana Partners’s Microsoft MSFT Stock Holding History

Americana Partners’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$197M Buy
527,809
+12,629
+2% +$5.11M 4.44% 2
2026
Q1 		$191M Buy
515,180
+54,275
+12% +$22.7M 4.95% 1
2025
Q4 		$223M Buy
460,905
+25,335
+6% +$12.7M 6.12% 1
2025
Q3 		$226M Buy
435,570
+17,048
+4% +$8.7M 6.79% 1
2025
Q2 		$208M Sell
418,522
-3,602
-0.9% -$1.56M 7.18% 1
2025
Q1 		$158M Buy
422,124
+5,342
+1% +$2.18M 6.15% 1
2024
Q4 		$176M Buy
416,782
+308,429
+285% +$131M 7.17% 1
2024
Q3 		$46.6M Buy
108,353
+6,633
+7% +$2.84M 3.17% 3
2024
Q2 		$45.5M Sell
101,720
-585
-0.6% -$247K 3.57% 2
2024
Q1 		$43M Buy
102,305
+3,041
+3% +$1.23M 3.59% 3
2023
Q4 		$37.1M Buy
99,264
+795
+0.8% +$283K 3.54% 3
2023
Q3 		$31.1M Buy
98,469
+19,562
+25% +$6.46M 3.36% 4
2023
Q2 		$26.9M Sell
78,907
-10,730
-12% -$3.36M 3.46% 4
2023
Q1 		$25.8M Buy
89,637
+238
+0.3% +$60.7K 4.07% 3
2022
Q4 		$21.5M Sell
89,399
-2,856
-3% -$685K 3.71% 4
2022
Q3 		$21.5M Buy
92,255
+5,351
+6% +$1.41M 3.84% 4
2022
Q2 		$22.4M Buy
86,904
+29,414
+51% +$7.98M 4% 3
2022
Q1 		$9.71M Sell
57,490
-848
-1% -$255K 2.99% 6
2021
Q4 		$19.6M Buy
58,338
+13,102
+29% +$4.25M 3.57% 4
2021
Q3 		$12.8M Buy
45,236
+34,078
+305% +$9.92M 3.08% 7
2021
Q2 		$2.97M Buy
11,158
+1,133
+11% +$288K 1.51% 12
2021
Q1 		$2.36M Buy
10,025
+376
+4% +$87.2K 1.46% 14
2020
Q4 		$2.15M Buy
9,649
+137
+1% +$29.5K 1.65% 15
2020
Q3 		$2M Sell
9,512
-103
-1% -$21.6K 1.82% 12
2020
Q2 		$1.96M Sell
9,615
-1,587
-14% -$288K 1.47% 16
2020
Q1 		$1.77M Buy
11,202
+4,112
+58% +$676K 1.81% 15
2019
Q4 		$1.12M Buy
+7,090
New +$1.04M 0.63% 31

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Americana Partners's MSFT Position: Q2 2026 in Review

Americana Partners increased its Microsoft (MSFT) stake by 2.5% in Q2 2026, buying an estimated $5.11M and bringing the position to 527,809 shares worth $197M. The position accounts for 4.44% of the portfolio, ranked #2.

Americana Partners first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $226M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Americana Partners held 527,809 shares of Microsoft worth $197M as of Q2 2026.
  • Americana Partners bought 12,629 Microsoft shares in Q2 2026, an estimated $5.11M.
  • Microsoft made up 4.44% of Americana Partners's portfolio in Q2 2026, its #2 holding.
  • Americana Partners first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Americana Partners's Microsoft position peaked at $226M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.